Institutional Fund
Jgp Global Gestao De Recursos Ltda.
Rio De Janeiro, BrazilCIK 15365625 filings on record
Portfolio Value
$22.28M
Q1 2026
Holdings
23
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-86.8%
from $168.91M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Stoneco Ltd30.1%
- Xp Inc22.2%
- Nu Hldgs Ltd15.2%
- Eli Lilly & Co5.1%
- Abbvie Inc3.0%
- Incyte Corp2.4%
- Other22.1%
Portfolio Holdings
23 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Stoneco Ltd | 475.1K | $6.71M | 30.1% | −2.18M | Reduced |
| 2 | Xp Inc | 259.5K | $4.94M | 22.2% | +9.5K | Added |
| 3 | Nu Hldgs Ltd | 235.6K | $3.39M | 15.2% | −56.6K | Reduced |
| 4 | Eli Lilly & Co | 1.2K | $1.13M | 5.1% | +13 | Added |
| 5 | Abbvie Inc | 3.1K | $667.9K | 3.0% | +15 | Added |
| 6 | Incyte Corp | 5.6K | $529.0K | 2.4% | −3.5K | Reduced |
| 7 | Johnson & Johnson | 2.1K | $521.1K | 2.3% | +9 | Added |
| 8 | Beone Medicines Ltd | 1.7K | $508.1K | 2.3% | −848 | Reduced |
| 9 | Bristol-Myers Squibb Co | 6.2K | $373.7K | 1.7% | +26 | Added |
| 10 | Taiwan Semiconductor Mfg Ltd | 1.0K | $350.8K | 1.6% | −466 | Reduced |
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